New article
Recently updated
Adding, editing and deleting HR employment periods
Who is this article for?Administrators who want to learn how to add, edit and delete employment periods.
Administrator permissions are required.
This article focuses on the Employment Periods page, a powerful feature that enables organisations to effectively track and manage various types of employment periods for their employees across the organisation. From monitoring employment types and probationary periods to recording contract dates and termination details, this page serves as a centralised hub for comprehensively managing employment-related timelines and milestones.
- Employment periods
- Adding employment periods
- Editing employment periods
- Deleting employment periods
- Reporting from the Employment Periods page
- Further reading
1. Employment periods
Video: Employment Periods
The Employment Periods page can be used for the tracking of various types of employment periods for users throughout the organisation such as employment type, probation periods, contract dates and termination dates.
Important: Adding, editing or deleting an employment period for a user in no way affects their archived status. If an employment period including termination is added to a user, that user will also need to be archived from the People page.
In the Employment Periods page of Lucidity HR, administrators can:
- Add new employment periods for users.
- Edit employment periods for users.
- Delete employment periods for users.
- Export lists to Excel of employment periods.
2. Adding employment periods
To create a new employment period, from the Employment Period page:
- Click Add New.
- Complete the fields (see table Definitions of fields below).
The details captured for each record may vary slightly between each system configuration. Fields marked with * are mandatory.
2.1. Definitions of fields
| Field | Description |
|---|---|
| Person |
Drop down selector. If you are accessing the Employment Period page from the People page, this field will be pre-populated. |
| Start Date | Start date of the employment period. |
| End Date | End date of the employment period. |
| Employment Type |
Type of employment, such as:
|
| Probationary Period End Date | Probation end date. |
| Contract End Date | Contract end date. |
| Termination Interview | Radio button - select if a termination interview was conducted. |
| Termination Reason |
Termination reason, such as:
|
| Exit Interviewer | Person conducting exit interview. |
- Click Save to save the employment period record.
3. Editing employment periods
To edit an existing employment period, from the Employment Period page:
- Click Show Filters.
- Use Filters as required to locate the relevant employment period.
- Click Filter.
- Locate the specific employment period at the bottom of the screen.
Tip: Hiding filters can make viewing the results easier.
- Click Edit to the far right of the relevant employment period.
- Update required fields.
- Click Save.
4. Deleting employment periods
To delete an existing employment period, from the Employment Period page:
- Click Show Filters.
- Use filters as required to locate the relevant employment period.
- Click Filter.
- Locate the specific employment period at the bottom of the screen.
- Click Actions to the far right of the relevant employment period.
- Click Delete.
- From the pop-up box that appears, select Delete.
Important: Deleting employment periods cannot be undone. Always use caution before using the delete function.
5. Reporting from the Employment Periods page
To generate a report for a specific group of employment periods, from the Employment Periods page:
- Click Show Filters.
- Select the relevant filters.
- Click Division.
- Apply any other Filters required.
- Click Filter.
- All results will be displayed at the bottom of the screen.
- Click Excel Export to generate this report into Excel.